Lowery Thomas LLC
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Lowery Thomas LLC’s iShares Russell 2000 ETF IWM Stock Holding History

Lowery Thomas LLC’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.1M Buy
3,943
+10
+0.3% +$2.94K 0.55% 36
2026
Q2 		$1.18M Sell
3,933
-51
-1% -$14.3K 0.58% 37
2026
Q1 		$988K Sell
3,984
-13
-0.3% -$3.35K 0.57% 36
2025
Q4 		$984K Sell
3,997
-988
-20% -$243K 0.56% 36
2025
Q3 		$1.21M Sell
4,985
-6
-0.1% -$1.38K 0.7% 30
2025
Q2 		$1.08M Buy
4,991
+213
+4% +$42.9K 0.69% 28
2025
Q1 		$953K Sell
4,778
-40
-0.8% -$8.68K 0.65% 31
2024
Q4 		$1.06M Buy
4,818
+14
+0.3% +$3.19K 0.69% 30
2024
Q3 		$1.06M Buy
4,804
+16
+0.3% +$3.42K 0.72% 33
2024
Q2 		$971K Buy
4,788
+13
+0.3% +$2.63K 0.71% 28
2024
Q1 		$1M Sell
4,775
-472
-9% -$94.2K 0.77% 28
2023
Q4 		$1.05M Buy
5,247
+41
+0.8% +$7.34K 0.9% 25
2023
Q3 		$920K Buy
5,206
+331
+7% +$62.1K 0.88% 26
2023
Q2 		$913K Sell
4,875
-24
-0.5% -$4.28K 0.9% 27
2023
Q1 		$874K Sell
4,899
-19
-0.4% -$3.5K 0.96% 25
2022
Q4 		$858K Sell
4,918
-70
-1% -$12.4K 1.03% 21
2022
Q3 		$823K Hold
4,988
– – 0.96% 27
2022
Q2 		$845K Sell
4,988
-603
-11% -$111K 0.81% 27
2022
Q1 		$1.15M Sell
5,591
-342
-6% -$69.8K 0.89% 28
2021
Q4 		$1.32M Buy
+5,933
New +$1.34M 0.91% 30

Other funds holding IWM

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $64.4B AUM 36.06% 1-Year Est. Return

Lowery Thomas LLC's IWM Position: Q3 2026 in Review

Lowery Thomas LLC increased its iShares Russell 2000 ETF (IWM) stake by 0.25% in Q3 2026, buying an estimated $2.94K and bringing the position to 3,943 shares worth $1.1M. The position accounts for 0.55% of the portfolio, ranked #36.

Lowery Thomas LLC first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.32M in Q4 2021. 2,379 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Lowery Thomas LLC held 3,943 shares of iShares Russell 2000 ETF worth $1.1M as of Q3 2026.
  • Lowery Thomas LLC bought 10 iShares Russell 2000 ETF shares in Q3 2026, an estimated $2.94K.
  • iShares Russell 2000 ETF made up 0.55% of Lowery Thomas LLC's portfolio in Q3 2026, its #36 holding.
  • Lowery Thomas LLC first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • Lowery Thomas LLC's iShares Russell 2000 ETF position peaked at $1.32M in Q4 2021.
  • 2,379 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on Lowery Thomas LLC's 13F filing for Q3 2026, filed 12 Nov 2026.